Su-vastika Dashboards — User Guide

1. How to log in

1. Go to suvastika.com and scroll to the footer.
2. Click Team Login (bottom bar, next to Terms · Privacy · Sitemap) — or open suvastika.com/login.
3. Enter your username and password and click Sign in.

You're taken to your own dashboard automatically based on your role. Your session stays active for 30 days.

2. Changing your password

1. On the Team Login page, click Change password.
2. Enter your username, current password, and a new password (at least 6 characters).
3. Click Update password, then sign in with the new password.

3. CEO Dashboard — Khushboo

A one-glance view of business health. Refreshes automatically every minute.

Choose your time window

Buttons at the top switch the whole dashboard between Today, This week, This month, 3 months, and This year. Every number and chart re-scopes to the period you pick, and the trend chart adjusts automatically (hour-by-hour for today, up to month-by-month for the year). Your choice is remembered next time.

At a glance (for the chosen period)

• Enquiries — new website leads (with % vs the previous period).
• Service requests — after-sales requests.
• WhatsApp conversations — customers in WhatsApp chats.
• Missed calls (live) — unanswered calls right now from SparkTG = potentially lost customers to follow up.
• Leads awaiting response — leads nobody has actioned yet.

Demand & customers

• Enquiries trend: is interest growing over the chosen window.
• What customers want: most-requested products.
• Top cities: where enquiries come from.
• Pipeline: New → Contacted → Qualified → Won → Lost.

Call centre (live)

Total / inbound / outbound / missed calls, callers in queue, free agents, and each agent's live status.

Staffing & operator cost

Calls handled, operators on duty, average calls per operator, and how busy they are right now — with a plain recommendation: whether to add an operator (callers waiting / everyone busy), consider running with one fewer (low utilisation), or that staffing looks balanced. Use it to decide with the call centre whether to increase or reduce operators.

Service quality & response time

Service requests by product (a quality signal), plus team responsiveness: Answered ≤30 min (share of enquiries called back within the 30-minute target), Overdue now (leads past the target and still not called), % of leads actioned, still waiting, and missed calls.

4. Operations Dashboard — Sumeet

Where the team acts on every enquiry, service request, and WhatsApp chat. Refreshes every minute (and never wipes a reply you're typing). Three tabs at the top:

Enquiries

New sales leads — phone, product interest, sizing answers. On each card: WhatsApp (chat, pre-filled), Call (dial), Mark contacted (dims the card; Undo if needed). Use search and the product/status filters to find any lead.

Service

After-sales requests — product, the issue, city. Use WhatsApp / Call to reach the customer and Mark resolved when handled.

Chats (WhatsApp inbox)

Full conversation threads. Type in the reply box and press Send to reply directly — it goes out on the official WhatsApp number and is saved. Call to phone the customer.

Importing dealers into the data bank

Top of the dashboard, two buttons:

• Import dealers — upload a .csv, .xls or .xlsx file. Columns are detected automatically; the only must-have is a column whose header contains "mobile" or "phone". Duplicate mobile numbers are skipped, so you can re-upload safely.
• Read photo — take/upload a clear photo of a printed dealer list; it reads the mobile numbers on the spot (first use downloads the reader, ~10s), shows how many it found, and asks you to confirm before saving. Best on straight, well-lit, printed lists.

5. WhatsApp Campaigns — posters & sending (Khushboo + Sumeet)

Open with the yellow 📣 Campaigns button on either dashboard, or suvastika.com/campaigns. Flow: poster → audience → send → watch clicks live.

Step 1 — Choose or create a poster

Pick one of the ready posters, or make your own. House rule: idea first. Write your idea in plain words (Hinglish chalega) and press ✨ Improve my idea — the AI sharpens it into a full concept — or press 💡 Give me 3 ideas and pick one. Only then do the design fields unlock. Adjust the text, watch the live preview, then Save & use this poster. Every idea is saved for review.

Step 2 — Message & campaign name

Give the campaign a short one-word name (e.g. diwali-oct1) — it's used for tracking. In the caption, keep the {TUBULAR} and {LIFEPO4} placeholders — each customer gets their own tracked link, so the scoreboard shows exactly who clicked which calculator. No emojis — they arrive corrupted on this channel; use *stars* for bold.

Step 3 — Who receives it

• Active chats (24h) ✓ delivers — everyone who messaged us in the last 24 hours. Use this daily — WhatsApp delivers these reliably and they're free.
• Recent enquiries — all leads. ⚠ WhatsApp silently drops messages to anyone who hasn't chatted with us in 24 hours, so expect partial delivery until our template is approved.
• Dealer bank — dealers (with a territory filter). Works properly only after the SparkTG marketing template is approved; those sends are billed per message.
• Paste numbers — for testing or a specific list.

Set the maximum recipients and press Send campaign. Sends go out in batches of 20 with a pause — safe for our WhatsApp number. Re-running the same campaign name skips people already sent, so it's safe to continue after a stop.

Template messages — for DND / unreachable customers (Sumeet)

The 📨 Send approved template messages box on the Campaigns page sends our pre-approved bilingual messages. These deliver to any number — DND active, never chatted with us, doesn't matter (they bypass the 24-hour rule). To use: choose the message, paste the mobile numbers (one per line), press Send template. Sent messages appear in the Chats panel as [template]. Each send is charged per message.

• We tried calling you (ob_noanswer5) — use when the call centre couldn't reach a customer (DND / not picking up). Asks them to reply with a good time to call.
• We received your call (ib_noanswer2) — use for missed incoming calls: "our team will call you shortly".
• Thank you for the call (ibob_answer2) — polite follow-up after a completed call, with our contact details.

Scoreboard

Bottom of the page: sent / failed / clicks per calculator / click rate per campaign, refreshing every 30 seconds. A click means the customer opened our calculator — those are warm leads worth calling.

6. Daily 6:30 PM WhatsApp summary

Every day at 6:30 PM, Khushboo and Kunwer automatically receive a WhatsApp with the day's numbers: calls logged, service complaints, sales enquiries, service requests, WhatsApp conversations, and leads still awaiting a first response — plus links to both dashboards.

7. Logging out

Click Log out (top-right of your dashboard). Always log out on shared or public computers.

8. Troubleshooting

• Sent back to login — session expired; sign in again.
• Old version / missing link — refresh the page (Cmd/Ctrl + Shift + R).
• "Invalid username or password" — usernames are lowercase; check caps lock, or use Change password.
• Dashboard shows 0 everywhere — still loading; wait a moment or click Refresh.
• WhatsApp reply won't send — the customer must have messaged within the last 24 hours; otherwise call them.
• Campaign "sent" but nobody received it — the recipients were outside the 24-hour window (see section 5). Use the Active chats (24h) audience, or wait for the SparkTG template.
• Emojis show as "ð���" — known SparkTG issue; don't use emojis in WhatsApp messages, use *stars* for bold instead.
• Replied from the SparkTG panel and it doesn't show here — SparkTG panel replies don't sync to our system yet (they're fixing it). Reply from our own Chats tab so everything stays in one place and the night AI knows the customer was answered.